+2,569.2%
MUU vs WMB
+35.6%
+2,533.6%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.9% | +6.4% | +5.7% |
| 7D | +15.0% | 0.0% | +15.0% | +15.0% |
| 30D | +36.8% | +4.6% | +32.2% | +34.6% |
| 3M | -8.5% | +5.7% | -14.3% | -8.2% |
| 6M | +320.7% | +4.2% | +316.5% | +306.3% |
| YTD | +599.7% | +26.8% | +572.8% | +514.6% |
| 1Y | +2,569.2% | +34.7% | +2,534.5% | +2,085.0% |
| All | +2,569.2% | +35.6% | +2,533.6% | +2,085.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WMB.
Daily Out/Under-Performance
Portfolio return minus WMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WMB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded WMB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling